Thanks @DanaB27 & @macuser_22
I have a few more questions.
1) So if I proactively report the 1099-R that I would get NEXT year now, I assume this will add the IRS form 5329 which calculates the taxes on Roth IRA earning withdrawals ?
2) What if I don't know the exact details of the brokerage's address and TIN which would be mentioned on the 1099-R next year ? I can put in the values their customer service gives me, but they may turn out to be slightly different from what the 1099-R mentions next year. Assuming they roughly match, would it be okay if they're slightly different ? Or can this also require me to file an amendment next year ?
3) What about all the other boxes besides box 1, 2a and 7 ? Do I leave them all blank ?
